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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,586 | $91,179-81.8% | $178,499-90.7% | $79,852-79.2% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 23.51% | 24.19%-0.7pp | 151.10%-127.6pp | 31.72%-8.2pp |
| Employer contribution / active EE | $261 | $3,256-92.0% | $5,011-94.8% | $2,471-89.4% |
| Participant deferral / active EE | $2,078 | $3,236-35.8% | $5,202-60.1% | $3,740-44.5% |
| Admin fee / account holder | $133 | $6,749-98.0% | $13,986-99.0% | $5,306-97.5% |